+255.2%
RKLB vs CAPR
+142.6%
+112.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.7% | +10.7% | +15.3% |
| 7D | -3.0% | +41.1% | -44.1% | -4.0% |
| 30D | -26.2% | +11.1% | -37.3% | -26.5% |
| 3M | -29.9% | +115.3% | -145.2% | -31.9% |
| 6M | -37.3% | -73.8% | +36.5% | -36.2% |
| YTD | -23.9% | -68.8% | +44.9% | -23.2% |
| 1Y | +7.0% | +43.3% | -36.3% | -4.7% |
| 3Y | +1,120.0% | +214.7% | +905.3% | +745.9% |
| All | +255.2% | +142.6% | +112.6% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CAPR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling